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Covello Financial Group Inc.

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Overview

10 - 49

Employees

2009

Year Founded

ABOUT COVELLO FINANCIAL GROUP INC.

Bringing people and opportunities together.

Covello offers comprehensive support for financial services, guiding you through the complexities of Group Benefits, Group Retirement, Estate & Succession Planning, and Financial Planning with assurance. Our tailored approach ensures that each solution aligns perfectly with your unique financial goals, paving the way for lasting success in today's ever-changing environment. What sets us apart from our competitors is the opportunity for our clients to connect with our entire network for networking and business development. In our collaborative network, you'll discover like-minded partners and tremendous potential for business growth. Join Covello Financial Group’s vibrant network, a unique platform designed to expand your industry perspective. As a client, imagine attending events where you can engage not only with our partner companies but also with other clients, fostering a climate for success. In this distinctive network, we enhance your reach, providing opportunities to build connections and collaborations within your current industries or those you wish to pursue.
LANGUAGES SPOKEN
EnglishFrench
HIGHLIGHTS

10 - 49

Employees

2009

Year Founded

Services
Focus
Industries
Clients
Services Provided
40% Financial Planning
20% Estate Planning Services
25% IT Infrastructure & Hosting Services
15% Event Management

About the Team

OUR STORY
Covello Financial Group Inc. stands as a comprehensive financial services provider, specializing in financial, succession, and estate planning. Recognized as industry leaders, they distinguish themselves through a strong commitment to client service and collaboration with strategic partners across Canada. Their approach prioritizes building enduring, mutually beneficial relationships with clients, ensuring tailored solutions to complex financial concerns. Led by President & CEO John Covello, along with Chief Operating Officer Tracey Kerslake and Office Manager Bill Covello, the team operates multiple offices in Ontario and British Columbia. By offering expert guidance and personalized support, Covello Financial Group aims to be the trusted partner solving the financial challenges that clients face.

Locations

Headquarters

815 Fort William Road

Thunder Bay, Ontario, Canada P7B 3A4
Headquarters

145 Brittany Drive R3R 3T1

Headquarters

4040 Casorso Road V1W 4N6

Headquarters

904 4th Avenue North S7K 2N6

Headquarters

5114 102 Street Northwest T6E 3X8

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